Mitchell Jackson Email & Phone Number
Who is Mitchell Jackson? Overview
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Mitchell Jackson is listed as Customer Relationship Advocate at Fidelity Investments, a with 83148 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Mitchell Jackson.
Mitchell Jackson previously worked as Operations and Management Intern at Pilgrim Global Advisors Llc and Undergraduate Research Assistant at Texas A&M University. Mitchell Jackson holds Bachelor Of Science - Bs, Economics, 3.906 from Texas A&M University.
Email format at Fidelity Investments
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About Mitchell Jackson
- I chose to major in economics because it can apply to so many different areas. I like to have as much information as I can to make my choices. I can use this information to draw out why decisions are being made and be proactive in the future. This is important to me because I want to know what is going on and helps me make decisions because I am detail oriented. - I look for cause and effect relationships when studying observations, allowing me to break down large quantities of information and assess what is important. I seek any information that will help me make decisions about the problem at hand. I am driven to be better than the person I was yesterday, and am excited to be in an environment in which my surroundings hold me accountable. - I am fascinated by investment management, and the different strategies available to analyze and value investments, and then building a portfolio of said investments. I am learning about the role that corporate governance plays in valuing companies, and am preparing to sit for CFA Level I in November 2024. - My proficiencies are in primary research, team collaboration, speaking with clients, presentation skills, data cleaning, data analysis, HubSpot, Zotero, Trello, Tableau, and Google/Microsoft software. - My goal for the rest of 2024 and 2025 is to become well versed in the sections of the CFA course, so that I can become trained and get more information and knowledge because I know it will be useful later.- Feel free to reach out to me email at mitchellsjackson43@gmail.com or 214-808-0548
Mitchell Jackson's current company
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Mitchell Jackson work experience
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Operations And Management Intern
Undergraduate Research Assistant
- Conducting a literature review over relevant journals and studies pertaining to the externalities caused by casinos. - Presenting findings to faculty advisor on behalf of graduate student- Creating citations of the necessary studies for the publication of our research utilizing Zotero- Analyzing data entries to search for the difference in government recognized casinos and tribal government recognized casinos- Collaborating with my graduate student on close to a daily basis about the direction of the project, and what steps were next to complete necessary checkpoints- Presenting proposal of our project, and elaborated on the strengths and weaknesses of the chosen literature review studies and how they relate to our research- Pulling 2023 FY revenue numbers for 500+ casinos and recording entries in Microsoft Excel
Client Support Intern
- Constructed and updated client and referral source database with 250+ entries using HubSpot for the purpose of ease of communication via email and LinkedIn
Data Analyst Intern
- Completed a project on behalf of the intuition of analysts by finding the potential implications of a new funeral home law on the transparency of funeral home pricing. - Analyzed 500+ websites, searching if funeral homes were making their prices more available to the public, and less “hidden” - Concluded that the sample of funeral homes were making a significant change to their online transparency in response to the potential law. I gave a time frame for when the law would be enacted, allowing for the investment team to stay strong in the short position, and eventually benefit from the decrease in stock price.- Completed channel checks on the cardboard industry, boating industry, medtech aesthetics industry, and funeral home industry for the purpose of gaining knowledge on market prices as well as consumer and product user satisfaction levels- Participated in team portfolio meetings and communicated action items and conclusions from channel checks to the investment team and portfolio manager- Analyzed weekly market newsletters on behalf of senior analyst and addressed important details
Client Support Intern
- On behalf of the company owner, I reached out to clients (past and present) to gather contact information. I synthesized the client information to create a database that allowed the company owner to easily contact and send out a 10th anniversary gift to improve image to clients.- Utilized Microsoft Excel to organize client information and create charts for client presentations- Developed presentations using Microsoft Powerpoint for meetings with prospective investors to showcase ability to improve market message of investment managers and financial services
Colleagues at Fidelity Investments
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Rigdon Whitfield
Colleague at Fidelity InvestmentsDurham, North Carolina, United States
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Chris Perez
Colleague at Fidelity InvestmentsUnited States
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Katie Leach, Mba
Colleague at Fidelity InvestmentsGreater Boston, United States
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Andrew Kenkel
Colleague at Fidelity InvestmentsGreater Tampa Bay Area, United States
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Julie Corbett
Colleague at Fidelity InvestmentsFort Worth, Texas, United States
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Richard Hartnett
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States
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Katie Allen
Colleague at Fidelity InvestmentsNorth Richland Hills, Texas, United States
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Bajrang Ingle
Colleague at Fidelity InvestmentsMorrisville, North Carolina, United States
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Mark Russell
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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Tom Paul
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States
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Mitchell Jackson education
Frequently asked questions about Mitchell Jackson
Quick answers generated from the profile data available on this page.
What company does Mitchell Jackson work for?
Mitchell Jackson works for Fidelity Investments.
What is Mitchell Jackson's role at Fidelity Investments?
Mitchell Jackson is listed as Customer Relationship Advocate at Fidelity Investments.
Where is Mitchell Jackson based?
Mitchell Jackson is based in Dallas, Texas, United States while working with Fidelity Investments.
What companies has Mitchell Jackson worked for?
Mitchell Jackson has worked for Fidelity Investments, Pilgrim Global Advisors Llc, Texas A&M University, Imagearb, and Sabrepoint Capital Management.
Who are Mitchell Jackson's colleagues at Fidelity Investments?
Mitchell Jackson's colleagues at Fidelity Investments include Rigdon Whitfield, Chris Perez, Katie Leach, Mba, Andrew Kenkel, and Julie Corbett.
How can I contact Mitchell Jackson?
You can use AeroLeads to view verified contact signals for Mitchell Jackson at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Mitchell Jackson attend?
Mitchell Jackson holds Bachelor Of Science - Bs, Economics, 3.906 from Texas A&M University.
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